The Diamond Podcast for Financial Advisors
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
March 14, 2024
Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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